Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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Motley Fool Endorses Garrett Planning Network

March 3, 2010

I’m writing to let you know about an exciting new development in my business. The Motley Fool has exclusively endorsed and is promoting the services of financial advisors affiliated with the Garrett Planning Network, the international organization of fee-only financial advisors with which I am proud … [Read more...]

Filed Under: News Tagged With: Fool endorses Garrett, Garrett Planning Network, Motley Fool

Roth 401(k) and 403(b)

June 24, 2009

One of my fellow Garrett Planning Network members, Jim Blankenship in New Berlin, Illinois, did a great summary article on Roth 401(k)s and 403(b)s yesterday.  More and more companies are making the Roth 401(k) or 403(b) an option.   Legislation was also recently signed allowing the Roth … [Read more...]

Filed Under: Featured Posts, Retirement, Taxes Tagged With: Garrett Planning Network, retirement planning, Roth 401(k), Roth 403(b), Roth Option, tax savings, Thrift Savings Plan, TSP

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Keener Financial Planning
2 hours ago
Keener Financial Planning

If you're considering a Roth conversion, this article provides a good high-level summary of the considerations. Have a great weekend! ... See MoreSee Less

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What Trump’s Megabill Means for Roth IRA Conversions

advisorstream.com

The tax-and-spending legislation enacted in July has tax breaks for some savers but makes an already-complex process trickier.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're celebrating being Great Place to Work-Certified for the 4th year in a row! www.greatplacetowork.com/certified-company/7047689 ... See MoreSee Less

Were celebrating being Great Place to Work-Certified for the 4th year in a row! https://www.greatplacetowork.com/certified-company/7047689
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Keener Financial Planning
4 weeks ago
Keener Financial Planning

In case you need a reminder about the perils of individual stock picking, fee only financial planner Allan Roth shares some highlights in Barron's. ... See MoreSee Less

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Stock-Picking Is Fun. But the Odds of Winning Are Dismal.

advisorstream.com

Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.
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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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